Information about notes saved in the software that should be taken into account is displayed as an icon in lists in the customer, conflict search, matter, preliminary invoice, and invoice folders. The meaning of the icons varies slightly in different folders:

• In the Matters folder, a yellow icon in the Notes column indicates notes added to the matter, and a green icon in the "Customer has important notes" column indicates important notes for the customer.

  

• In the Customer and Conflict Search folders, a yellow icon at the beginning of the row reminds of important notes for the customer.

  

• In the Preliminary Invoices folder lists, a green icon at the beginning of the row indicates that important notes have been added to the customer, matter, or a transaction.

• In the Invoices folder lists, a green icon at the beginning of the row indicates important notes added to the customer, matter, a transaction, or a  preliminary invoice.

  

The Matters, Advance Invoices, Invoices, and Billable Matters folders have a 'Show related notes' button in the ribbon, which allows you to directly view important notes related to the information.

In case any entity has one or more important notes, the yellow notes icon is complemented with a red exclamation mark.